CASH Insight™ | Wolters Kluwer Financial Services
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CASH Insight™

  • Business and Personal Financial Analysis

    Probe the financial capacity of businesses and individual borrowers and guarantors with this powerful yet simple-to-use financial analysis tool for analysts and lenders. Achieve increased consistency and streamlined analysis of business or personal financial statements and tax returns.

    Powerful yet simple to use projection capabilities

    • Provides a comprehensive set of industry specific charts for analyzing historical, peer comparative, pro-forma and projected financial capacity.
    • Offers personal financial statement and tax return analysis as well as the ability to analyze relationship financial capacity.
    • Assess a borrower’s financial capacities over anticipated loan terms.
    • Automatically tracks and reports loan covenants throughout their term.

    Extraordinary reporting options

    • Includes 35 specialized industry templates.
    • Users can easily create custom analysis, reports and industry specific templates for use by themselves and others.
    • Lenders and analysts can share data and analysis with non-CASH Insight users in all popular formats.
    • Provides a simple to use framework that assures consistent analysis from year-to-year, deal-to-deal and lender-to-lender.
    • Updates regularly to reflect current personal and business tax laws as well as loads respective forms and schedules.